Elisabeth Vogel serves as managing director and head of the Portfolio Strategies Department of the Raymond James Fixed Income Capital Markets (FICM) division. In this role, Elisabeth is primarily responsible for leading the team responsible for advising the firm’s depository institution clients on fixed income portfolio construction, balance sheet management and strategies for optimizing financial performance.
Elisabeth joined Raymond James as an analyst in the Fixed Income Strategies department in 2006 and was promoted to managing director in 2018. As a recognized leader in depository institution strategy, she regularly works with regulatory agencies charged with overseeing banks and credit unions. Elisabeth is a frequent speaker at bank and credit union industry events, including the Sub-Chapter S Bank Association’s annual conference, FFIEC Capital Markets Specialist conference, CUNA CFO conference and various Raymond James Fixed Income conferences.
Elisabeth holds a Bachelor of Business Administration in finance from the University of Memphis Fogelman College of Business and Economics. Elisabeth holds the following professional licenses: Series 7 – General Securities Representative and Series 63 – Uniform Securities Agent State Law.